Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $42.2B
1-Year Est. Return 18.09%
This Quarter Est. Return
1 Year Est. Return
+18.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$20.7B
AUM Growth
+$3.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,318
New
Increased
Reduced
Closed

Top Buys

1
+$140M
2
+$109M
3
+$92.5M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$68.9M
5
MBB icon
iShares MBS ETF
MBB
+$64.5M

Top Sells

1
+$66.1M
2
+$63.8M
3
+$33.5M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$27.5M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$27M

Sector Composition

1 Technology 10.85%
2 Healthcare 7.43%
3 Financials 7%
4 Industrials 5.46%
5 Consumer Discretionary 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$907K ﹤0.01%
27,939
-497
1227
$907K ﹤0.01%
10,590
+1,030
1228
$906K ﹤0.01%
4,535
-1,658
1229
$904K ﹤0.01%
38,069
-3,652
1230
$903K ﹤0.01%
36,420
+1,225
1231
$898K ﹤0.01%
19,875
-523
1232
$897K ﹤0.01%
71,584
+19,611
1233
$895K ﹤0.01%
+14,594
1234
$894K ﹤0.01%
51,500
-762
1235
$892K ﹤0.01%
118,801
-10,783
1236
$892K ﹤0.01%
33,760
+11,265
1237
$890K ﹤0.01%
17,750
-10,330
1238
$885K ﹤0.01%
37,500
-1,500
1239
$884K ﹤0.01%
12,971
+2,491
1240
$882K ﹤0.01%
69,368
+313
1241
$882K ﹤0.01%
7,039
-25
1242
$881K ﹤0.01%
126,968
+3,250
1243
$880K ﹤0.01%
55,255
+464
1244
$878K ﹤0.01%
81,338
-22,242
1245
$878K ﹤0.01%
96,338
-3,438
1246
$877K ﹤0.01%
32,545
+300
1247
$875K ﹤0.01%
12,713
+7,177
1248
$874K ﹤0.01%
4,500
+124
1249
$873K ﹤0.01%
16,033
-766
1250
$872K ﹤0.01%
29,650
+13,265
48 49
50
51 52